PensionNewbee Posted March 24, 2003 Posted March 24, 2003 Man, if I'd only known what I was getting into ... just kidding. But seriously...my boss wants me to create a portrait statement with three sources - match, deferral and profit sharing. I haven't a CLUE as to how to go about this. Any suggestions? Classes? On-line tutoring? :confused:
FAPInJax Posted March 25, 2003 Posted March 25, 2003 The easiest way is start with one of the existing Relius reports. (Of course, taking a class or so regarding the Crystal reports wouldn't hurt). Crystal also has some marvelous help screens which help you through the process. I am sure others will chime in. The best way is to start easy and understand how the tables in Relius (that generally begin with RPT like RPTEE) work. These tables contain most of the information that you will need to place on reports. (Of course, you probably need the report yesterday ). Good luck!
Tom Poje Posted March 25, 2003 Posted March 25, 2003 Are you desiring a portrait report that reads horizontal or one that reads vertical? This report reads vertical. To get the Vesting % is a pain. If your first account in specs is subject to vesting, then this report will work, unless the ee has no $ in that source (not that account). Even if the first account is a fake account that is never used this will work, but you have to click 'all accounts including those with no activity'- then it will work fine. You just have to remember to do that everytime. Of course if you have different vesting schedules for match and ps this report will not work. I think the Relius reports divide vested balance by end balance, but if I recall, that has its problems if the ee ever had a distribution (hardship or otherwise) As with any report I post, verify the work. I haven't had any problems, but you never know. Soc sec # only shows as last 4 digits, plan name is buried in plan user field 11 and 12
PensionNewbee Posted March 25, 2003 Author Posted March 25, 2003 I can't figure out why this report won't show Employee contributions
Tom Poje Posted March 26, 2003 Posted March 26, 2003 I can't even get to the point of opening the file (I don't really have the time anyway) but I am always willing to take a quick look. Sorry, I get an error message
PensionNewbee Posted March 27, 2003 Author Posted March 27, 2003 sorry, Tom - I don't know enough about the report to help you with the error message. Does it make a difference that I am on version 8?
Tom Poje Posted March 27, 2003 Posted March 27, 2003 it could well be. I am still at 7.3 That is a good reminder on this board to specify what level one is at when asking questions, etc.
Guest DottleC2 Posted March 28, 2003 Posted March 28, 2003 It appears that your boss was referring to a 'Vertical Statement'? You had mentioned 'portrait statement' with three sources, Ver 8.0. If that's the case, then there are several more layers of complexity that come with the vertical (sometimes called 'columnar'). Take a look at the statement called Participant Certificate (1 page) filename > P1PgL1.rpt, this should be _close_ to what you want, but there is the issue of the sources being broken out by what the reports front-end refers to as 'Account Type'. As an example, a safe harbor within the Employer source would be lumped into that third column on this statement, with all the other Employer sources. Would your administrators see these exceptions often? Alas, there is a way to break these other sources out (there is a flag for Safe Harbor ADP), but up there on the complexity scale. Note also that every field on that report is a formula, and so that requires some familiarity with Crystal, and the Relius fields. These aren't complex formulas, but just starting out could be tough: Menu-Reports (on the tree view) Participant Certificates / 1 page (on the list box) Participant Certificate (1 page) P1PgL1 You might indicate to your boss that you want to test versions of P1PgL1 if there are any additional sources beyond the basic PS, DF, and MC. This is assuming that you decide to go with vertical statements and not horizontal (hint hint). These days, because investments are typically listed by source, the horizontal statement is the only possible format (subreport with vertical totals is a nice format). If you consider the fact that a vertical statement will not selectively include sources (i.e. what if you have a plan that only has Def and Match; you're not going to want a PS column) then the boss starts to get an idea of what you have to look forward to! As an example, we have here eight contribution analysis reports, they all print vertically (columnar) the different combination of sources, DF, MC, SH, PS, MP, etc. Having committed to this report, we don't have a choice but to have all eight on the menu. If there is a substantive change in the underlying tables, then all eight reports have to be revised. (This probably won't happen often but who knows). Also, make sure that you are ticking the forfeit box on the census screen, if a participant has forfeited, _even_ if the forfeiture transaction is already posted. Regards, Bill
Tom Poje Posted March 28, 2003 Posted March 28, 2003 no, ver 8 simply means what Relius level is being used. (Not ver = vertical)
Guest DottleC2 Posted April 4, 2003 Posted April 4, 2003 Let's put 'ver' aside for a moment Regardless of which version PensionNewbee is using, there is a way to go here that may make life a lot easier. Version 8 Relius, has Report Writer reports installed standard, that meet the needs that PensionNewbee is requesting - er, the boss is requesting... still a big difference between horizontal and vertical certs, still requires the zero account balances box to be ticked if you want repeating sources etc... But... Because of the source specifications in Version 8, a report by source can now be produced that groups on 'the real source' and not the abstracted and famously confusing '@accttype' Crystal variable. The stock reports haven't changed that much, and accttype still remains but some of the database source fields are much easier to work with. :: stamping feet ... go with the horizontal statement... go with the horizontal... :: Regards, Bill
PensionNewbee Posted April 4, 2003 Author Posted April 4, 2003 I've given up on the portrait style statement for the time being. What I am trying to do now is add a division sort to an existing portrait report, CVERTP1. There is a sorted report in Landscape mode, but it would take too long to make that a portrait report. I also think there should be a portrait version of the summary of accounts by division. Think Relius will create these or am I on my own?
Guest DottleC2 Posted April 5, 2003 Posted April 5, 2003 1... cvertp1bydiv Note that this report links to div table. see next post for portrait cert, sorted by source You'll need to remove the dummy select statement by clicking menu: /report /select expert/ delete dummy select - this is done to make sure the report is clear of data here. You'll need winzip to unzip after download. -Bill Cvertp1ByDIV.zip
Guest DottleC2 Posted April 5, 2003 Posted April 5, 2003 2... PortCert1a.rpt a portrait cert The font was all changed to 9pt. Everything is squished in, so you may want to re-edit. It's pretty rough You'll need to remove the dummy select statement by clicking menu: /report /select expert/ delete. This is done to ensure that it is cleared of all data from here. You'll need winzip to unzip the file after download. Note that it sorts by source Regards, Bill PortCert1A.zip
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now